Quickbooks Set-Up
Service For Small Businesses

Bosaf Tax: Expert QuickBooks Setup and Installation Services

While QuickBooks is user-friendly, ensuring accurate information in the future requires correct
initial setup and installation. This process can be complex, especially when transitioning from
manual accounting to QuickBooks mid-year.

Key questions include:

• Which accounting method should you use?

• What chart of accounts is suitable for your business?

• How do you handle beginning balances?

Our experts can answer these questions and complete the setup and installation efficiently.
Additionally, we provide training for your accounting employees to enhance their performance.

Cost-Effective Solutions for Small Businesses
We tailor our rates to fit the budgets of small business owners. To provide an accurate quote, we
need to understand your business and accounting records. Rest assured, our services are
affordable and designed to meet your needs.

QuickBooks Setup Services
Installing and training for accounting software can be time-consuming, taking you away from
managing your business. Here’s a brief overview of our QuickBooks setup services:

1. Assessment of Needs

• Evaluate your software and accounting requirements.

• Recommend suitable software and hardware.

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2. Software Installation and Setup

• Install QuickBooks and design a customized chart of accounts.

• Set up the entire accounting package, including payroll, accounts receivable, inventory, and accounts payable.

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3. Initial Setup

• Determine your QuickBooks starting date.

• Load your chart of accounts and balances as of that date.

• Prepare a list of items you sell, including services, inventory parts, non-inventory

• Enter outstanding accounts receivable and payable details.

• Record ending statement bank balances and outstanding checks and deposits.

4. Verification

• Print a trial balance and compare it to your previous system’s trial balance.

• Enter transactions from your starting date into QuickBooks.

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5. Training

• Train you or your staff to use QuickBooks effectively for accounting, management, and tax needs.​

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Ongoing Support

• Follow-up training to ensure you're on the right track.

• Monthly, quarterly, or annual reviews of your QuickBooks data to assist in tax preparation and management reports.

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At Bosaf Tax, we make sure your QuickBooks setup is done right from the start, soyou can focus on growing your business. To learn more or get started with our QuickBooks setup services, please fill out the form below to email us.